Apps Like Agent Assistant for iPhone and iPad
Access customer data and track pending applications
Access customer and policy details securely. Follow up on pending applications remotely. View and update application statuses. Share documents and communicate with team members. Manage tasks and track progress.
Agent Assistant screenshots
Ranked alternatives
Showing 501–520 of 1,000 ranked alternatives.
MySupreme
Everett Financial, Inc.
Stream loan documents and track payments
Get prequalified for a mortgage in minutes by filling out a quick form. Submit loan documents securely through the . Track application status and receive updates. Communicate with loan officers directly. View loan terms and compare options.
Trinity Oaks Mortgage
Trinity Oaks Mortgage, LLC
Submit loans, track progress, share documents
Submit loan applications and track progress in real time. Receive push notifications for important dates and updates. Verify loan information and status. Submit required documents via mobile. Stay engaged from origination to closing.
LB Sales Pro
Rogelio Gutierrez
Manage customer data and create orders
Access company documents, product details, and data. View inventory levels and special offers. Create new orders and manage customer information. Sync with accounting systems for real-time updates.
ASSA ABLOY Customer Support
SARGENT MANUFACTURING COMPANY
Share real-time video with teams
Access real-time video streams for technical and service. Share and annotate video during sessions. Communicate with technical representatives for assistance. View history and manage account details.
Myanma Insurance
Myanma Insurance
Manage policies, track claims, and contact support
Manage policies and coverage details. View service history and submit claims. Contact customer support for assistance. Track policy status and receive updates. Access service information and resolve issues.
Mobile Reach
Spectrum Mobile Inc
Manage work orders and update tasks
Manage work orders and update task statuses. Perform equipment inspections and maintenance. Access secure knowledge bases and asset information. Track service requests and schedule follow-up actions.
BL ePresenter
Bankers Life and Casualty Company
Present financial plans and proposals
Create and customize sales presentations for insurance products. Upload and organize policy documents. Share presentations via email or link. Track client interactions and follow-up notes. Schedule and manage appointments.
myStar
STAR ASSURANCE CO LTD
Track policies, send claims, manage accounts
Track policies in real-time with detailed coverage and premium information. View policy documents and renewal dates. Receive notifications for upcoming payments and policy changes. Manage multiple policies under one account.
Movement Bank Mobile App
Movement Bank
Check balances, transfer funds, view transactions
Check account balances anytime. View pending and past transactions. Send and receive secure messages. Create, approve, cancel, or view fund transfers. Access transaction history and manage transfers remotely.
DLR Connect
Ortega Realty, Corp.
Search properties, with agents, manage listings
Search for properties with customizable filters and real-time updates. View detailed listings with photos and virtual tours. with agents to schedule showings or ask questions. Save favorites and track price changes.
Calendar Systems
Chris Butterfield
Submit customer photos from your phone
Sales staff can upload customer photos directly from their phones to . Submit photos for client records. Access and manage submitted images within the . Share photos with team members or clients as needed.
LoanNow by First Heritage Mtg
First Heritage Mortgage, LLC
Apply for loans and track progress
Explore mortgage options using accurate calculators. Start and update loan applications. Receive real-time updates for all parties. Track loan progress and communicate with lenders. View documents and sign electronically.
SSB Bank PGH Biz
Slovak Savings Bank
View accounts, transfer funds, locate branches, contact
View account balances and activity. Transfer funds via ACH or wire. Locate branches or ATMs. Contact customer service. Access accounts securely anytime, anywhere.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.